We are live on ! Find out more

627 hedge funds and large institutions have $10.8B invested in Invesco in 2025 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 252 increasing their positions, 177 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,181% more call options, than puts

Call options by funds: $422M | Put options by funds: $32.9M

195% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 39

42% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 177

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more capital invested

Capital invested by funds: $8.98B → $10.8B (+$1.83B)

11% more funds holding

Funds holding: 566627 (+61)

4.68% more ownership

Funds ownership: 87.8%92.48% (+4.7%)

Holders
627
Holders Change
+61
Holders Change %
+10.78%
% of All Funds
7.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
115
Increased
252
Reduced
177
Closed
39
Calls
$422M
Puts
$32.9M
Net Calls
+$389M
Net Calls Change
+$243M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
76
Canada Pension Plan Investment Board
Ontario, Canada
$11.7M +$1.81M +74,000 +20%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$11.4M +$2.81M +114,851 +36%
Tudor Investment Corp
78
Tudor Investment Corp
Connecticut
$10.8M +$4.31M +176,618 +75%
PCM
79
Prana Capital Management
Connecticut
$10.7M -$14.5M -593,389 -59%
Bank of Nova Scotia
80
Bank of Nova Scotia
Ontario, Canada
$10.6M +$3.9M +159,801 +65%
CM
81
Caption Management
Oklahoma
$10.5M +$9.77M +399,800 New
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$10.5M +$945K +38,681 +11%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$9.71M -$1.11M -45,628 -11%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$9.51M +$1.34M +54,844 +18%
LOPW
85
Live Oak Private Wealth
North Carolina
$9.11M -$257K -10,514 -3%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$9.08M +$4.83M +197,901 +134%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$8.88M +$57.4K +2,351 +0.7%
GL
88
Governors Lane
New York
$8.69M +$1.98M +81,151 +32%
CFG
89
Cambridge Financial Group
Ohio
$8.27M +$7.68M +314,625 New
Hotchkis & Wiley Capital Management
90
Hotchkis & Wiley Capital Management
California
$8.22M -$588K -24,074 -7%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$8.07M -$205K -8,388 -3%
LPL Financial
92
LPL Financial
California
$7.99M +$1.53M +62,576 +26%
Mariner
93
Mariner
Kansas
$7.91M +$2.35M +96,392 +47%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.9M -$60.1K -2,462 -0.8%
SG Americas Securities
95
SG Americas Securities
New York
$7.76M +$6.97M +285,288 +2,835%
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$7.28M -$3.14M -128,524 -32%
Grantham, Mayo, Van Otterloo & Co (GMO)
97
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.09M +$1.9M +77,818 +41%
LIP
98
Lighthouse Investment Partners
Florida
$7.08M -$2.54M -104,179 -28%
Verition Fund Management
99
Verition Fund Management
Connecticut
$6.92M -$2.65M -108,457 -29%
Toronto Dominion Bank
100
Toronto Dominion Bank
Ontario, Canada
$6.84M -$59.9K -2,454 -0.9%

IVZ Hedge Fund Activity: Q4 2025 in Review

627 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q4 2025, worth a combined $10.8B — up 20% from $8.98B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new IVZ positions and 39 closed out — a net gain of 76 holders — while 252 added to existing stakes and 177 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $214M. The largest seller was Trian Fund Management, cutting an estimated $285M.

  • 627 institutional investors held Invesco (IVZ) as of Q4 2025, up from 566 in Q3 2025.
  • Funds reported $10.8B of Invesco stock for Q4 2025, up 20% quarter-over-quarter.
  • 115 funds opened new Invesco positions in Q4 2025 and 39 closed out, a net change of +76 holders.
  • The largest Invesco buyer in Q4 2025 was Invesco, an estimated $214M added.
  • The largest Invesco seller in Q4 2025 was Trian Fund Management, an estimated $285M sold.

Based on aggregated 13F filings for Q4 2025.